In today’s briefing:
- Hong Kong Connect Flows (Nov 22nd): Tencent, Alibaba, Meituan, Ping An Insurance, Xiaomi
- Thailand Short Interest Weekly (Nov 22nd): Bumrungrad Hospital, True
- HK Short Interest Weekly: Tencent, CCB, China Mobile, AIA
- KRX Foreign Holding Weekly (Nov 22nd): Naver, SK Hynix, Samsung Electronics
- TWSE Foreign Holding Weekly (Nov 22nd): Yang Ming Marine, TSMC, Hon Hai Precision, Quanta, Asustek
- TWSE Short Interest Weekly (Nov 22nd): Mitac, Quanta Computer, Hon Hai Precision, First Financial
Hong Kong Connect Flows (Nov 22nd): Tencent, Alibaba, Meituan, Ping An Insurance, Xiaomi
- We analyze the weekly Hong Kong Connect flows with our data engine for holding position as of November 22nd.
- The top stocks by inflows and outflows were tabulated for all market, HSCEI, mid cap and s/mid cap groups.
- We highlight flows for Tencent, Alibaba, Meituan, Ping An Insurance, Xiaomi.
Thailand Short Interest Weekly (Nov 22nd): Bumrungrad Hospital, True
- We analyzed the changes in short interest of Stock Exchange of Thailand as of Nov 22nd.We estimate that they had an aggregated short interest worth USD2.3bn.
- We tabulate league table for top short by value and short as multiple of ADT, as well as weekly increases & decreases in short value, short as multiple of ADT.
- We highlight short interest changes in Bumrungrad Hospital (BH TB), True (TRUE TB).
HK Short Interest Weekly: Tencent, CCB, China Mobile, AIA
- We analyzed the latest HK SFC report for aggregate short position as of Nov 15th.
- Top short increases and decreases were tabulated for one week and four week period.
- We highlight short changes in Tencent, CCB, China Mobile, AIA.
KRX Foreign Holding Weekly (Nov 22nd): Naver, SK Hynix, Samsung Electronics
- We analyzed the changes in foreign holdings of KRX stocks as of Nov 22nd which has an aggregated holding worth USD491.7bn.
- We estimate that foreign flows to be outflows of USD772mln. We tabulate the league table for top changes by value for 1W/4W/1Y and top stocks held by foreign institutions.
- We highlight changes of foreign holdings in Naver, SK Hynix, Samsung Electronics.
TWSE Foreign Holding Weekly (Nov 22nd): Yang Ming Marine, TSMC, Hon Hai Precision, Quanta, Asustek
- We analyzed the changes in foreign holdings of TWSE Stocks as of Nov 22nd which has an aggregated holding worth USD1,003.7bn.
- We estimate that foreign flows to be outflows of USD1,568mln. We tabulate the league table for top changes by value for 1W/4W/1Y and top stocks held by foreign institutions.
- We highlight changes of foreign holdings in Yang Ming Marine, TSMC, Hon Hai Precision Industry, Quanta Computer, Asustek Computer.
TWSE Short Interest Weekly (Nov 22nd): Mitac, Quanta Computer, Hon Hai Precision, First Financial
- We analyzed the changes in short interest of TWSE Stocks as of Nov 22nd which has an aggregated short interest worth USD21.9bn.
- We tabulate league table for top short by value and short as multiple of ADT, as well as weekly increases & decreases in short value, short as multiple of ADT.
- We highlight short interest changes in Mitac, Quanta Computer, Hon Hai Precision Industry, First Financial, Eva Airways, Yageo, Ta Chen Stainless Pipe.